Windsor Capital Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,212
| Closed | -$50K | – | 129 |
|
|
2015
Q3 | $50K | Buy |
+1,212
| New | +$50K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-1,212
| Closed | -$35K | – | 97 |
|
|
2013
Q4 | $35K | Hold |
1,212
| – | – | 0.02% | 200 |
|
|
2013
Q3 | $33K | Hold |
1,212
| – | – | 0.02% | 214 |
|
|
2013
Q2 | $33K | Buy |
+1,212
| New | +$33K | 0.02% | 207 |
|